Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in any profession.
At Summit, we value a proactive approach, where initiative and ambition are met with endless opportunities for growth and recognition.
Position Overview :
As an Entry Level Direct Sales Associate at Summit, you'll be the driving force in forging new relationships with business owners and key decision-makers across small to medium-sized businesses.
Once fully trained, your day will largely be spent on the move, independently navigating your sales territory, engaging directly with clients, and demonstrating why Summit’s insurance solutions are ahead of the curve.
Your ability to connect, understand client needs, and deliver solutions will be crucial. You will not only initiate and close sales on the spot, but also expertly schedule follow-ups to ensure client commitment and satisfaction.
Who Thrives Here :
Individuals who are self-starters, thriving under autonomy and eager to drive their own success.
Those accustomed to a high level of responsibility, demonstrating a track record of professional excellence and reliability.
Athletes or people who are naturally competitive, understand the value of teamwork, and are motivated by setting and surpassing benchmarks.
Compensation and Benefits :
A competitive weekly draw pay with commission and bonuses from the start.
Comprehensive health benefits, including Blue Cross / Blue Shield, available after 60 days.
Access to quarterly and annual incentives such as trips, cash bonuses, and stock options.
Short sales cycle, typically less than 3 business days.
CRM and classroom and field training.
Licensing reimbursement (of state fees)
If you're ready to step into a role where your ambition and drive are matched by the potential for professional growth and achievement, Summit is ready to welcome you.
Together, we’ll strive to reach new heights, ensuring that our collective efforts translate into personal and professional successes.
Join us at Summit, where your career journey ascends.
Visit us at : https : / / www.yoursummitinsurance.com /
Find out more about a career with us by visiting our website at www.altitudecrew.com . We look forward to speaking with you soon!
Last updated : 2024-04-29
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